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For assistance with this form, feel free to call one of our friendly staff on 1300 ABN ABN.
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There is an additional fee of $22.00 for printing, binding and delivery of your trust documents in a premium leather feel folder.
New Super Fund (if the SMSF does not already exist)
SMSF Rules Update (most lenders require specific clauses in your SMSF rules)
New Company as SMSF Trustee (if setting up a fund with a new corporate trustee)
New Company as Security (Bare) Trustee
Loan Agreement (where there is a non arms length loan to be set up)
Change to trustees of SMSF (to corporate trustee)
SMSF trustee/director of trustee (Is this person a trustee of the SMSF)
Security trust/Director of security trustee (Is this person a security trustee)
Loan Guarantor (If guaranteeing the loan)
Town/City and State
Disclaimer: We do not provide legal, accounting, financial or stamp duty advice and therefore take no responsibility for your taxation, legal or other liabilities which may arise from the work we perform on your instructions. We urge you to first obtain legal and accounting advice in relation to your affairs and in particular this transaction.
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Super Fund Name:
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